Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Doak is a financial advisor who has been in the industry since March 2002. Brian is currently registered with Highpoint Planning Partners and has been with the firm since February 2016. Brian is a Certified Financial Planner and offers financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Brian is also registered as an investment advisor in Indiana and Texas. Brian has experience working with other firms including David A. Noyes & Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
03/08/2023 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IN
03/20/2009 - 02/18/2016
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
09/14/2007 - 03/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
03/14/2002 - 09/19/2007
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BOTH
Issued 04/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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